Head Office
Pages
  1. Review and allocate shared enquiries
  2. Maintain organisations and territories
  3. Review networks, partner enquiries and the public site
  4. Review product governance records
  5. Screen reference
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User guide · Head Office

Review and allocate shared enquiries

Use the Head Office pipeline to inspect a shared enquiry and prepare its allocation to the correct partner.

Head OfficeStep-by-step instructions

Open shared enquiries

Head Office

1Step 1 of 2

The product enquiry list is the Head Office starting point for network-level intake.

  1. Find the enquiry that needs routing and review its visible location and status.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

You can identify an unallocated or reviewable shared enquiry.

Head Office · Allocate enquiries01

Prepare allocation

Head Office

2Step 2 of 2

The allocation page makes the chosen partner relationship explicit.

  1. Choose the appropriate partner using the information shown and confirm only in live network operations.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

The allocation is ready for review; no enquiry is reassigned by this guide.

Head Office · Allocate enquiries02
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  1. 1Review and allocate shared enquiries2 steps · Head Office
  2. 2Maintain organisations and territories4 steps · Head Office
  3. 3Review networks, partner enquiries and the public site4 steps · Head Office
  4. 4Review product governance records5 steps · Head Office

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